Get started with our free trial!

Follow Our 3 Simple Steps:
  1. Download
  2. Try Product
  3. Activate
Windows

Thank you for your interest in the Investment Account Manager - Individual version. We want you to be happy with Investment Account Manager before you buy it, so try our 60 day 100% free demo. No Credit Card Required. You'll have plenty of time to examine the software using the provided sample data, as well as entering your own personal data. We offer free unlimited support during the trial period. Plus, if you decide to purchase the software activation key any time during or after the trial period, rest assured you'll have an additional full 30 day money back guarantee within 30 days of software activation. Truly, a no-risk offer!

30 day money back guarantee

Downloads: 43125

Please complete the form below to download the free 60 day demo of Investment Account Manager Individual.
Please be sure to enter a valid email address so we can follow up to answer any questions you may have, as well as provide insights on learning IAM during your free 60 day trial period. We will also enter your email into our promotional discount offer for a chance to receive a $20 discount code if ordering the software activation key. Your email will not be used for any additional purposes.

Before submitting the form, please disable any popup or ad blocker you may be running; sometimes they block the demo from downloading. (We don't have any annoying ads on our site.)
* Required Field
Requirements: Windows 10 or higher with Internet Access.
Apple computer requires Windows emulations software.
It looks like you're on a mobile device and won't be able to download Investment Account Manager at this time. If you would like to be sent an email reminder to download the IAM trial when you are at a desktop computer, enter your address in the form below.

If you ARE on a device that allows downloads and installs, please enable the download form to proceed.
* Required Field
"I've used your program for many years and you've always been great in responding to any problems I've encountered. Thanks for providing such an excellent product for individual investors!"
"Investment Account Manager is an incredibly easy way to track your investments, dividend income and cost basis for tax planning. A very intuitive tool."
"I've found IAM to be one of the best tools for managing accounts held at different brokers. IAM allows me to work with different accounts without having to switch between broker accounts, saving me a lot of time."